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Use select charts from the Guide to the Markets to engage in portfolio discussions.

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Fixed income

Today, fixed income investors face the impact of eventual rising rates yet still need bonds for diversification. Investing across core, core complement and extended fixed income sectors may help generate income, reduce volatility and hedge interest rate risk.

Economic Expansions and Recessions
Diversification within fixed income helps reduce risk and provide access to a wide range of opportunities
 
  • Because the performance of individual fixed income sectors can be volatile, a bond portfolio concentrated in a specific sector can lead to a bumpy ride.
  • Diversifying across core, core complement and extended fixed income sectors helps lower volatility and may reduce the impact of rising rates and other risks.
  • Diversification also provides access to broader opportunities and may help improve portfolio performance.
Discussion Slides
Interest Rates and Inflation
Correlations and Volatility
Fixed Income Sector Returns

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